Financial Analyst

Philadelphia, Pennsylvania, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

NoVisa

Health Benefits, Financial ServicesIndustries

Requirements

Candidates must possess a Bachelor's degree in Finance, Accounting, Economics, or a related field, with a minimum of 2 years of experience in financial reporting, financial planning, or investment banking. Proficiency in Excel is essential, and experience with BI tools like Tableau or Power BI, and financial planning tools such as Adaptive Insights or Anaplan is preferred. Strong analytical skills, attention to detail, project management experience, and effective communication abilities are also required. Candidates must be authorized to work in the United States without sponsorship.

Responsibilities

The Financial Planning & Reporting Analyst will support the development of annual operating plans and monthly forecasts, performing variance analysis and providing insights into business performance. This role involves preparing monthly, quarterly, and ad hoc reporting packages for management and investors, assisting with board materials and investor updates, and maintaining reporting templates. The analyst will also ensure data integrity across financial systems, reconcile financial data with cross-functional teams, and contribute to the automation and improvement of FP&A processes. Additionally, the role includes supporting sales commission modeling, financial modeling for special projects, and assisting with the implementation of new planning/reporting systems.

Skills

Financial Planning

Financial Reporting

Budgeting

Forecasting

Variance Analysis

Investor Reporting

Data Analysis

Microsoft Excel

ParetoHealth

Self-insured employee health benefits solutions

About ParetoHealth

ParetoHealth offers employee health benefits solutions for small and medium-sized businesses through a self-insured model, allowing companies to set aside funds for health claims instead of paying insurance premiums. Their main product is the "benefits captive" program, where multiple companies share the risk of health claims, helping to manage costs and provide comprehensive benefits. Unlike competitors, ParetoHealth uses data-driven intelligence to monitor and control claims costs, ensuring employees receive quality care at competitive prices. The company's goal is to deliver a complete solution for health benefits while fostering diversity, equity, and inclusion in the workplace.

Philadelphia, PennsylvaniaHeadquarters

2011Year Founded

$522.1KTotal Funding

GROWTH_EQUITY_VCCompany Stage

Data & Analytics, Consulting, HealthcareIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

401(k) Company Match

401(k) Retirement Plan

Risks

Increased competition from new entrants may erode ParetoHealth's market share.

Economic downturns could reduce SME spending on employee benefits, impacting revenue.

Regulatory changes could increase compliance costs for self-insured health plans.

Differentiation

ParetoHealth offers a unique self-insured model for SMEs to control health costs.

Their benefits captive program pools resources to mitigate large health claim risks.

Data-driven intelligence is used to manage and control employee health claims costs.

Upsides

Warburg Pincus's investment indicates strong market confidence in ParetoHealth's growth potential.

Reaching 2,000 employers in their captive program shows successful market penetration.

New leadership roles focus on enhancing customer experience and expanding market reach.

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